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What is Chart of Accounts in Quickbooks?
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Chart of Accounts is an Add-on. You must install it from the Vtiger Marketplace. Chart of Accounts makes updating Product information from Vtiger to Quickbooks easy. With this Add-on, you do not have to worry about overwriting Product Accounts (Income and Expense Account) values every time there is a sync.
- How does the Chart of Accounts work?
- Install the Chart of Accounts Add-on. Copy all accounts from QB (Income account and Expense Account list values) to Chart of Accounts in Vtiger > Settings. Add the missing account types in Vtiger (books and credit cards are already available in QB).
- The following are mapped during QB sync:
- QB Income Account = Sales Account
- QB Expense Account = Purchase Account
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